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2,887 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,241 increasing their positions, 1,226 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 119

21% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.39B

1% more repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 1,226

1% more funds holding

Funds holding: 2,8632,887 (+24)

0.07% less ownership

Funds ownership: 62.83%62.76% (-0.07%)

2% less capital invested

Capital invested by funds: $111B → $109B (-$1.72B)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

Holders
2,887
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.79%
New
182
Increased
1,241
Reduced
1,226
Closed
119
Calls
$1.68B
Puts
$1.39B
Net Calls
+$290M
Net Calls Change
-$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1826
Sheets Smith Wealth Management
North Carolina
$621K +$59.7K +1,481 +11%
PP
1827
Patron Partners
Texas
$621K +$31.4K +780 +5%
WAL
1828
W Advisors LLC
Tennessee
$620K +$3.38K +84 +0.6%
DF
1829
Donoghue Forlines
Massachusetts
$617K -$30.9K -767 -5%
AGA
1830
Accuvest Global Advisors
Utah
$617K -$180K -4,472 -29%
ESB
1831
Essex Savings Bank
Connecticut
$616K +$43.8K +1,086 +8%
FC
1832
FCA Corp
Texas
$616K +$6.45K +160 +1%
AIA
1833
Angeles Investment Advisors
California
$615K -$109K -2,709 -15%
CAS
1834
Coppell Advisory Solutions
Texas
$615K +$601K +14,903 New
WG
1835
Winton Group
United Kingdom
$614K -$585K -14,510 -49%
AWE
1836
Avidian Wealth Enterprises
Texas
$611K +$56.7K +1,406 +10%
LF
1837
Lantz Financial
Illinois
$610K -$16.2K -403 -3%
BAM
1838
Blueshift Asset Management
New Jersey
$610K +$596K +14,786 New
PWP
1839
Phillips Wealth Planners
Mississippi
$609K +$67.5K +1,675 +13%
PCM
1840
Palisade Capital Management
New Jersey
$609K
MCWA
1841
Meadow Creek Wealth Advisors
Georgia
$608K -$19.5K -483 -3%
Members Trust
1842
Members Trust
Florida
$607K -$3.95K -98 -0.7%
SIS
1843
Sound Income Strategies
Florida
$607K +$97.2K +2,412 +20%
CV
1844
Counterweight Ventures
North Carolina
$607K -$35.5K -881 -6%
AIA
1845
Alera Investment Advisors
Illinois
$606K +$592K +14,700 New
PWM
1846
PBMares Wealth Management
Virginia
$606K +$101K +2,502 +21%
Group One Trading
1847
Group One Trading
Illinois
$606K +$592K +14,686 New
MAG
1848
MRA Advisory Group
New Jersey
$606K +$98.6K +2,447 +20%
MW
1849
MBL Wealth
North Carolina
$605K +$29.3K +728 +5%
CCP
1850
Cassia Capital Partners
North Carolina
$604K -$51.4K -1,276 -8%

VZ Hedge Fund Activity: Q2 2024 in Review

2,887 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2024, worth a combined $109B — down 1.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new VZ positions and 119 closed out — a net gain of 63 holders — while 1,241 added to existing stakes and 1,226 trimmed.

The largest buyer was BlackRock, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $309M.

  • 2,887 institutional investors held Verizon (VZ) as of Q2 2024, up from 2,863 in Q1 2024.
  • Funds reported $109B of Verizon stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 182 funds opened new Verizon positions in Q2 2024 and 119 closed out, a net change of +63 holders.
  • The largest Verizon buyer in Q2 2024 was BlackRock, an estimated $299M added.
  • The largest Verizon seller in Q2 2024 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2024.